EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.8M
3
+$5.16M
4
GILD icon
Gilead Sciences
GILD
+$4.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.3M

Top Sells

1
+$3.9M
2
+$3.9M
3
+$3.1M
4
DTV
DIRECTV COM STK (DE)
DTV
+$2.86M
5
EEP
Enbridge Energy Partners
EEP
+$2.75M

Sector Composition

1 Technology 17.09%
2 Healthcare 12.92%
3 Financials 11.5%
4 Energy 10.69%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$221K 0.01%
6,062
+5,898
377
$221K 0.01%
8,738
-500
378
$213K 0.01%
+8,000
379
$212K 0.01%
3,398
-30
380
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+2,392
381
$207K 0.01%
+6,000
382
$207K 0.01%
13,522
+530
383
$206K 0.01%
3,805
384
$206K 0.01%
+5,000
385
$205K 0.01%
1,842
-28,771
386
$202K 0.01%
6,668
387
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388
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2,270
389
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390
$195K 0.01%
4,426
391
$195K 0.01%
5,038
+2,126
392
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-502
393
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394
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395
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4,000
-1,000
396
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397
$189K 0.01%
7,457
-750
398
$189K 0.01%
1,200
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399
$189K 0.01%
3,264
400
$188K 0.01%
1,595
14 15
16
17 18